Ameriprise Financial Inc
AMP- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0000820027
In the last 90 days, Ameriprise Financial Inc insiders filed 0 open-market purchases and 5 sales; 1,396 institutions reported holding it in 13F filings for Q2 2026, worth $35.9B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Ameriprise Financial Inc as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,079
- +48 vs. Q1 2023
- Shares held
- 86.5M
- −1.61M (−1.8%) vs. Q1 2023
- Total value
- $28.6B
- +$1.91B (+7.2%) vs. Q1 2023
- New holders
- 109
- 336 more added
- Sold out
- 61
- 407 more reduced
8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AMP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,396 | $35.9B |
| Q1 2026 | 1,394 | $34.9B |
| Q4 2025 | 1,426 | $39.2B |
| Q3 2025 | 1,363 | $39.0B |
| Q2 2025 | 1,363 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,392 | $44.2B |
| Q3 2024 | 1,267 | $38.8B |
| Q2 2024 | 1,250 | $35.8B |
| Q1 2024 | 1,243 | $36.8B |
| Q4 2023 | 1,163 | $32.0B |
| Q3 2023 | 1,087 | $28.1B |
| Q2 2023 | 1,079 | $28.6B |
| Q1 2023 | 1,039 | $26.7B |
| Q4 2022 | 1,028 | $27.4B |
| Q3 2022 | 942 | $22.3B |
| Q2 2022 | 956 | $21.3B |
| Q1 2022 | 997 | $27.5B |
| Q4 2021 | 987 | $27.7B |
| Q3 2021 | 927 | $24.6B |
| Q2 2021 | 892 | $23.6B |
| Q1 2021 | 885 | $22.3B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 1,827 | $606.9K | 0.00% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 1,838 | $610.5K | 0.01% | −325−15.0% | Reduced |
| Eqis Capital Management, Inc. | 1,845 | $612.8K | 0.07% | +491+36.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,846 | $613.2K | 0.02% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,850 | $614.6K | 0.02% | −30−1.6% | Reduced |
| Prosperity Consulting Group, LLC | 1,852 | $615.3K | 0.38% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,890 | $627.8K | 0.03% | +65+3.6% | Added |
| EPG Wealth Management LLC | 1,906 | $633.0K | 0.19% | +202+11.9% | Added |
| Stonegate Investment Group, LLC | 1,929 | $640.6K | 0.02% | +42+2.2% | Added |
| Colony Group LLC | 1,934 | $642.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,939 | $644.0K | 0.48% | −54−2.7% | Reduced |
| Tectonic Advisors LLC | 1,972 | $655.0K | 0.08% | +409+26.2% | Added |
| Independent Advisor Alliance | 1,993 | $662.1K | 0.03% | +117+6.2% | Added |
| Kinneret Advisory, LLC | 2,009 | $667.3K | 0.08% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 2,020 | $671.0K | 0.68% | 00.0% | Unchanged |
| FJ Capital Management LLC | 2,033 | $675.3K | 0.09% | +2,033 | New |
| Mather Group, LLC. | 2,038 | $677.0K | 0.01% | −818−28.6% | Reduced |
| Synovus Financial Corp | 2,045 | $679.3K | 0.01% | +53+2.7% | Added |
| Stokes Capital Advisors, LLC | 2,045 | $679.3K | 0.23% | +15+0.7% | Added |
| Gateway Advisory, LLC | 2,047 | $679.9K | 0.14% | +1,043+103.9% | Added |
| Stratos Wealth Partners, LTD. | 2,062 | $685.2K | 0.02% | +109+5.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $695.9K | 0.19% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,101 | $698.0K | 0.04% | +193+10.1% | Added |
| DuPont Capital Management Corp | 2,111 | $701.2K | 0.03% | −1,930−47.8% | Reduced |
| Lindbrook Capital, LLC | 2,111 | $701.2K | 0.07% | −10.0% | Reduced |
| Transcend Wealth Collective, LLC | 2,133 | $708.5K | 0.07% | −127−5.6% | Reduced |
| Integrated Advisors Network LLC | 2,143 | $711.8K | 0.04% | −21−1.0% | Reduced |
| Mairs & Power Inc | 2,162 | $718.1K | 0.01% | +4+0.2% | Added |
| Fox Run Management, L.L.C. | 2,163 | $718.5K | 0.20% | +2,163 | New |
| Cavalier Investments, LLC | 2,187 | $726.4K | 0.26% | +110+5.3% | Added |
| Balentine LLC | 2,197 | $729.8K | 0.02% | −72−3.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,204 | $732.1K | 0.05% | +163+8.0% | Added |
| Signaturefd, LLC | 2,207 | $733.1K | 0.02% | +113+5.4% | Added |
| Evergreen Wealth Solutions, LLC | 2,241 | $744.3K | 0.75% | +240+12.0% | Added |
| Gateway Investment Advisers LLC | 2,306 | $766.0K | 0.01% | −8−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 2,342 | $777.8K | 0.02% | −141−5.7% | Reduced |
| MorganRosel Wealth Management, LLC | 2,360 | $783.9K | 0.32% | −312−11.7% | Reduced |
| CWM, LLC | 2,364 | $785.0K | 0.00% | +235+11.0% | Added |
| Penobscot Investment Management Company, Inc. | 2,367 | $786.2K | 0.13% | 00.0% | Unchanged |
| Invesco, LLC | 2,387 | $792.9K | 0.39% | +2,387 | New |
| Buckingham Strategic Wealth, LLC | 2,400 | $797.1K | 0.01% | −131−5.2% | Reduced |
| Pettee Investors, Inc. | 2,400 | $797.2K | 0.36% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,401 | $797.5K | 0.02% | −771−24.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,421 | $802.9K | 0.03% | −93−3.7% | Reduced |
| Pearl River Capital, LLC | 2,439 | $810.1K | 0.13% | +2,439 | New |
| Adviser Investments LLC | 2,450 | $813.8K | 0.02% | +1,023+71.7% | Added |
| CenterBook Partners LP | 2,466 | $819.1K | 0.10% | −730−22.8% | Reduced |
| Fayez Sarofim & Co | 2,470 | $820.4K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 2,479 | $823.5K | 0.09% | −401−13.9% | Reduced |
| Vectors Research Management, LLC | 2,480 | $824.0K | 0.23% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,510 | $833.7K | 0.03% | −165−6.2% | Reduced |
| Copperwynd Financial, LLC | 2,514 | $835.2K | 0.39% | −19−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,536 | $842.0K | 0.04% | −20−0.8% | Reduced |
| Brendel Financial Advisors LLC | 2,534 | $842.0K | 1.27% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,590 | $860.3K | 0.24% | +26+1.0% | Added |
| Gator Capital Management, LLC | 2,600 | $863.6K | 0.61% | −4,225−61.9% | Reduced |
| Toroso Investments, LLC | 2,604 | $867.0K | 0.03% | +925+55.1% | Added |
| HB Wealth Management, LLC | 2,612 | $867.6K | 0.01% | −50−1.9% | Reduced |
| Shell Asset Management Co | 2,654 | $882.0K | 0.03% | −578−17.9% | Reduced |
| HM Payson & Co | 2,661 | $883.9K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,730 | $906.6K | 0.18% | +40+1.5% | Added |
| Seven Eight Capital, LP | 2,738 | $909.5K | 0.15% | +2,738 | New |
| Kestra Private Wealth Services, LLC | 2,754 | $914.8K | 0.03% | +117+4.4% | Added |
| Sequoia Financial Advisors, LLC | 2,757 | $915.8K | 0.02% | +248+9.9% | Added |
| Kingsview Wealth Management, LLC | 2,779 | $923.1K | 0.04% | −3,549−56.1% | Reduced |
| Qtron Investments LLC | 2,795 | $928.4K | 0.18% | +355+14.5% | Added |
| Montecito Bank & Trust | 2,801 | $930.4K | 0.21% | −42−1.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,817 | $935.6K | 0.12% | +1,270+82.1% | Added |
| Private Asset Management Inc | 2,850 | $946.7K | 0.18% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 2,858 | $949.3K | 0.11% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,868 | $952.6K | 0.74% | −260−8.3% | Reduced |
| Pitcairn Co | 2,892 | $960.6K | 0.08% | −56−1.9% | Reduced |
| Skba Capital Management LLC | 2,895 | $961.6K | 0.17% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,900 | $963.3K | 0.26% | −1,800−38.3% | Reduced |
| M. Kulyk & Associates, LLC | 2,922 | $970.6K | 0.27% | 00.0% | Unchanged |
| Wright Investors Service Inc | 2,932 | $973.9K | 0.27% | −3,155−51.8% | Reduced |
| Eisler Capital (UK) Ltd. | 2,959 | $982.9K | 0.11% | +2,959 | New |
| Tiaa, FSB | 2,981 | $990.2K | 0.00% | +2+0.1% | Added |
| Wedmont Private Capital | 2,932 | $994.8K | 0.11% | +49+1.7% | Added |
| Trexquant Investment LP | 3,001 | $996.8K | 0.03% | +3,001 | New |
| Sawtooth Solutions, LLC | 3,037 | $1.01M | 0.03% | −951−23.8% | Reduced |
| Bleakley Financial Group, LLC | 3,040 | $1.01M | 0.03% | +13+0.4% | Added |
| Sandy Cove Advisors, LLC | 3,065 | $1.02M | 0.58% | 00.0% | Unchanged |
| Hilltop Partners LLC | 3,091 | $1.03M | 0.43% | +1,913+162.4% | Added |
| Riverview Trust Co | 3,108 | $1.03M | 0.94% | 00.0% | Unchanged |
| Arjuna Capital | 3,109 | $1.03M | 0.37% | +84+2.8% | Added |
| Umb Bank N A | 3,164 | $1.05M | 0.02% | −857−21.3% | Reduced |
| Pring Turner Capital Group Inc | 3,176 | $1.05M | 0.97% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,221 | $1.06M | 0.10% | −8−0.2% | Reduced |
| Courier Capital LLC | 3,210 | $1.07M | 0.08% | +2,480+339.7% | Added |
| Bridges Investment Management Inc | 3,219 | $1.07M | 0.04% | −233−6.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,286 | $1.09M | 0.03% | −24−0.7% | Reduced |
| Vinva Investment Management Ltd | 3,298 | $1.09M | 0.10% | −4,255−56.3% | Reduced |
| Chilton Investment Co LLC | 3,301 | $1.10M | 0.03% | −12−0.4% | Reduced |
| Financial Advocates Investment Management | 3,315 | $1.10M | 0.08% | +54+1.7% | Added |
| Chicago Trust Co NA | 3,326 | $1.10M | 0.26% | +109+3.4% | Added |
| Huntington National Bank | 3,372 | $1.12M | 0.01% | −86−2.5% | Reduced |
| Fiduciary Trust Co | 3,401 | $1.13M | 0.02% | +49+1.5% | Added |
| Palisade Asset Management, LLC | 3,409 | $1.13M | 0.13% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,431 | $1.14M | 0.13% | −635−15.6% | Reduced |